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Synergy Investment Management’s Emerson Electric EMR Stock Holding History

Synergy Investment Management’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.5K Buy
+324
New +$46.6K 0.01% 303
2025
Q2 		– Sell
-150
Closed -$16.4K – 223
2025
Q1 		$16.4K Hold
150
– – 0.01% 336
2024
Q4 		$18.6K Buy
+150
New +$18.2K 0.01% 328

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Synergy Investment Management's EMR Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Emerson Electric (EMR) in Q1 2026: 324 shares worth $42.5K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in EMR as recently as Q1 2025.

Synergy Investment Management first reported a position in EMR in Q4 2024 and has held it in 3 quarters since. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Synergy Investment Management held 324 shares of Emerson Electric worth $42.5K as of Q1 2026.
  • Emerson Electric was a new Synergy Investment Management position in Q1 2026.
  • Emerson Electric made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #303 holding.
  • Synergy Investment Management first reported a position in Emerson Electric in Q4 2024 and has held it in 3 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.